Overview

Dealism is designed so your AI Customer Agent and your team can work together across customer conversations.

Your Agent can handle routine conversations automatically, while you can monitor progress, review responses, and take over whenever human attention is needed.

Choose between Copilot and Autopilot

Autopilot allows your AI Customer Agent to generate and send replies automatically. It works well for routine questions, higher conversation volumes, and times when your team isn’t actively monitoring Inbox.

Copilot keeps you involved in every response. Your Agent generates a suggested reply, and you review, edit, and send it yourself.

You can switch between these modes depending on the customer and conversation.

Work together in Inbox

Inbox is where most AI-human collaboration happens.

Your Agent can respond automatically in Autopilot or prepare suggested replies in Copilot. You can monitor conversations, send your own messages, switch the assigned Agent, and review information about the conversation.

If you want to take over, simply turn off Autopilot for that conversation. The conversation switches to Copilot and automatic AI replies stop.

Handle Support Needed

When your Agent reaches a situation where it needs human input, the conversation can appear as Support Needed and be pinned in Inbox.

Open the conversation, review what the customer needs, and respond manually.

After resolving the issue, consider adding the missing information to Knowledge or updating your Strategies. This can help your Agent handle similar situations more effectively in the future.

When you’re ready, turn Autopilot back on.

Use Contacts for more context

Contacts gives you a broader view of individual customers beyond the current message.

You can review conversation history, customer context, AI-generated insights, sales journey progress, and recommended next actions.

Before taking over an important conversation, review the customer’s information in Contacts to understand what has already happened and what may need attention next.

Monitor your Agent’s progress

During a conversation, Dealism can provide additional information about how your Agent is approaching the customer.

Review objective progress and strategy analysis to understand what the Agent is working toward and how it’s handling the conversation.

Use these insights to decide whether the Agent should continue or whether your team should step in.

Improve your Agent through human feedback

Human intervention can also reveal opportunities to improve your Agent.

If you repeatedly answer questions the Agent cannot handle, add that information to Knowledge. If customers repeatedly encounter the same objection or situation, consider creating or updating a Strategy.

Test your changes with Try Me, then allow the Agent to handle similar conversations again.

Work with DealOnca

DealOnca can provide another layer of support for your team.

You can ask DealOnca to help review Agent performance, summarize conversations, identify knowledge gaps, organize Agent training, and suggest improvements based on customer conversations.

This helps turn what your team learns from real conversations into improvements for your AI Customer Agent.

A simple teamwork workflow

Let your Agent handle routine conversations, monitor Inbox for conversations that need attention, and take over when a customer requires a human response.

Use what you learn from those conversations to improve Knowledge and Strategies, then return appropriate conversations to Autopilot.

Over time, this creates a continuous workflow between your team, your AI Customer Agent, and DealOnca.